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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $306,344 | $175,231+74.8% | $149,696+104.6% | $139,466+119.7% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 22.01% | 166.77%-144.8pp | 134.46%-112.4pp | 373.66%-351.7pp |
| Employer contribution / active EE | $9,100 | $5,478+66.1% | $4,821+88.8% | $4,754+91.4% |
| Participant deferral / active EE | $6,285 | $6,521-3.6% | $5,682+10.6% | $6,712-6.4% |
| Admin fee / account holder | $1,115 | $16,155-93.1% | $13,212-91.6% | $11,409-90.2% |